Your Trusted Partner in Financial Growth and Tax Solutions
Embodying Excellence, Integrity, and Innovation
About Us
At The Accounting Doctor, we’re more than just accountants—we’re committed partners in your financial journey. Founded on a mission to simplify and optimize complex financial landscapes, our goal is to provide you with a comprehensive suite of services tailored to meet your unique financial needs. We specialize in helping high-revenue individuals and businesses unlock new growth opportunities through expert tax planning, tax resolution, bookkeeping, insurance solutions, and more.
Our Approach
At the heart of our work is a personalized approach that puts your goals and aspirations first. We understand that every client has a unique financial story, and we believe in tailoring our services to reflect that. By combining in-depth industry knowledge with innovative solutions, we aim to make your financial success achievable and sustainable.
Our Expertise
Led by Adam B. Remis, CPA, our team brings decades of experience and a track record of proven results across multiple financial domains. From tax strategy and planning to business growth consulting, our expertise allows us to provide insight and guidance tailored specifically to your goals. We stay ahead of industry trends and changes in tax law, ensuring that you have access to the most effective, up-to-date strategies available.
Our Values
- Transparency: Clear communication and full transparency guide our interactions, ensuring that you have a complete understanding of your financial landscape.
- Integrity: We hold ourselves to the highest standards of ethics and confidentiality in everything we do.
- Innovation: As financial experts, we’re constantly evolving our services to include the latest technology, tools, and insights to benefit our clients.
Your Financial Wellness Team
Adam B. Remis, CPA, MSIM
Founder & CPA
Mr. Remis is Founder of The Accounting Doctor and oversees our Tax Research teams. He has been a CPA for over 25 years and specializes in building tax plans that minimize the amount of taxes liabilities for each of his clients.
Brian K. Fern
CPA
Brian K. Fern, CPA, has over thirty years of
experience in the financial services industry. Brian
is a fractional CFO working with PE firms,
privately-owned firms in several industries, and
helps companies identify expense-savings
opportunities.
Martin D. Eisenstein
CPA & Attorney at Law
Martin Eisenstein, the CEO, a licensed CPA and attorney-at-law, offers a streamlined approach to legal, tax, and wealth advisory through his innovative Personal Business Manager program.
Cory McClure MBA, ASBC
Senior Tax Analyst
Cory is an Accredited Small Business Consultant (ASBC) and financial manager with over 25 years of accounting management experience. As our Senior Tax Analyst, Cory continues to help growing businesses improve their accounting and financial management processes.
Zachery Ivey
Sales Manager
Zachery is our Sales Manager and has nearly 20 years of experience in both inside and outside sales. He loves interacting with his clients to help them achieve their financial goals.
Kerry Hernandez
Operations Manager
Kerry is the President of The Accounting Doctor, leading the company with her extensive expertise in operations and client support. As an experienced Project Manager, Kerry excels in organization and customer service, ensuring seamless systems and delivering top-notch service to our clients.
Krista McDonald
Tax Solutions Specialist & Client Support
Krista is a Project Coordinator, and member of our Client Support team. She has 6 years of customer service experience and uses her expertise to help our clients get through the Advanced Tax Planning onboarding process as quickly as possible.
James Sesay
Marketing Manager
James Sesay is a dynamic Marketing Manager at The Accounting Doctor, specializing in creating innovative strategies that drive client engagement and business growth. James is dedicated to delivering impactful solutions that connect clients with the financial expertise they need.
Jesus Garcia
Marketing Coordinator
Jesus is a member of our Marketing team. He is a dynamic professional with a diverse background in sales, recruiting, and customer engagement. With 8 years of experience as a skilled salesman he brings a unique blend of expertise to the table.
Jennifer Persbacker
Account Executive
Jennifer is an Account Executive with over 25 years of experience in financial sales and marketing. She’s passionate about building strong client relationships and helping individuals achieve their financial goals with personalized solutions.
Ivy Hill
Account Executive
Ivy is an Account Executive with over 40 years of experience in accounting and financial services. She’s passionate about helping small businesses and individuals achieve their financial goals through personalized support and long-term relationship building.
Ready to Partner with a Trusted Advisor?
At The Accounting Doctor, we’re more than a service provider—we’re your strategic partner in achieving financial health and long-term success. Whether you’re seeking proactive tax planning, expert bookkeeping, or innovative financial strategies, we’re here to guide you every step of the way.
Take the Next Step Today.
Connect with our team to explore how we can make a difference for your business or personal finances. Schedule a free consultation and let’s create a roadmap to reach your financial goals.